Legacy Financial Group (Iowa)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$279K	Hold	8,808	–	–	0.03%	108
2026 Q1	$270K	Hold	8,808	–	–	0.03%	102
2025 Q4	$273K	Hold	8,808	–	–	0.03%	104
2025 Q3	$240K	Hold	8,808	–	–	0.03%	105
2025 Q2	$233K	Hold	8,808	–	–	0.03%	108
2025 Q1	$246K	Hold	8,808	–	–	0.04%	98
2024 Q4	$241K	Buy	+8,808	New	+$250K	0.04%	100
2024 Q3	–	Sell	-8,808	Closed	-$228K	–	92
2024 Q2	$228K	Hold	8,808	–	–	0.04%	99
2024 Q1	$237K	Buy	+8,808	New	+$228K	0.05%	93
2023 Q4	–	Sell	-5,562	Closed	-$131K	–	416
2023 Q3	$131K	Buy	+5,562	New	+$136K	0.03%	112

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Legacy Financial Group (Iowa)'s SCHD Position: Q2 2026 in Review

Legacy Financial Group (Iowa) held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 8,808 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #108.

Legacy Financial Group (Iowa) first reported a position in SCHD in Q3 2023 and has held it in 10 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Legacy Financial Group (Iowa) held 8,808 shares of Schwab US Dividend Equity ETF worth $279K as of Q2 2026.
Legacy Financial Group (Iowa) left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #108 holding.
Legacy Financial Group (Iowa) first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and has held it in 10 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.